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McDonald's

3,350 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,347 increasing their positions, 1,357 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,350
Holders Change
-21
Holders Change %
-0.62%
% of All Funds
44.97%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
176
Increased
1,347
Reduced
1,357
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Shares
Change %
CIR
3276
Clear Investment Research
Georgia
$31.4K
CWM
3277
Copia Wealth Management
Oregon
$31K
NAAA
3278
New Age Alpha Advisors
New York
$29.5K -$1M -3,428 -97%
TCM
3279
Traub Capital Management
Massachusetts
$29.2K +$29.2K +100 New
FGC
3280
Financial Gravity Companies
Texas
$29.2K +$29.2K +100 New
GC
3281
GFG Capital
Florida
$28.6K +$28.6K +98 New
PG
3282
Proffitt & Goodson
Tennessee
$28K
KWM
3283
Kiker Wealth Management
Georgia
$27.9K +$291 +1 +1%
LIA
3284
Luken Investment Analytics
Tennessee
$26.9K
DWM
3285
Dogwood Wealth Management
Kansas
$26.7K +$4.07K +14 +18%
NWM
3286
Nova Wealth Management
Florida
$26.5K +$2.62K +9 +11%
HWM
3287
HighMark Wealth Management
Minnesota
$25.8K -$13.8K -47 -35%
HIA
3288
HFM Investment Advisors
New Jersey
$25.1K +$877 +3 +4%
LWMI
3289
Legacy Wealth Management (Idaho)
Idaho
$24.8K
LIS
3290
Legacy Investment Solutions
Idaho
$24.8K +$24.8K +85 New
DRP
3291
Decker Retirement Planning
Utah
$24.8K +$14.6K +50 +143%
PP
3292
PFS Partners
New Jersey
$23.5K +$18.5K +63 +371%
FFWM
3293
Future Financial Wealth Management
Ohio
$20.6K
CFP
3294
Comprehensive Financial Planning
Pennsylvania
$20.2K -$7.34K -25 -27%
BIM
3295
Breakwater Investment Management
Washington
$18.7K
CI
3296
Clal Insurance
Israel
$18K -$1.2K -4 -6%
CWIG
3297
Chung Wu Investment Group
Texas
$17.5K +$17.5K +60 New
VWA
3298
Valued Wealth Advisors
Utah
$17.3K +$1.47K +5 +9%
BMC
3299
Bear Mountain Capital
Washington
$17.2K
PCM
3300
Penserra Capital Management
California
$17K -$771K -2,721 -98%